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2,173 hedge funds and large institutions have $134B invested in AT&T in 2017 Q4 according to their latest regulatory filings, with 284 funds opening new positions, 829 increasing their positions, 914 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 284 | Existing positions closed: 71

10% more funds holding

Funds holding: 1,9782,173 (+195)

0% more call options, than puts

Call options by funds: $4.98B | Put options by funds: $4.96B

0.66% less ownership

Funds ownership: 75.1%74.44% (-0.66%)

2% less capital invested

Capital invested by funds: $136B → $134B (-$2.29B)

9% less repeat investments, than reductions

Existing positions increased: 829 | Existing positions reduced: 914

14% less funds holding in top 10

Funds holding in top 10: 175151 (-24)

Holders
2,173
Holders Change
+195
Holders Change %
+9.86%
% of All Funds
49.27%
Holding in Top 10
151
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-13.71%
% of All Funds
3.42%
New
284
Increased
829
Reduced
914
Closed
71
Calls
$4.98B
Puts
$4.96B
Net Calls
+$12.5M
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
1976
Kelman-Lazarov Inc
Tennessee
$268K +$250K +9,138 New
KPCM
1977
Kings Point Capital Management
New York
$267K -$203K -7,444 -45%
RPA
1978
Rock Point Advisors
Vermont
$266K
JA
1979
JOYN Advisors
Georgia
$266K +$247K +9,060 New
PFA
1980
Pathway Financial Advisors
Vermont
$265K +$246K +9,018 New
FRA
1981
Front Row Advisors
California
$264K +$246K +9,005 New
NEIRG
1982
New England Investment & Retirement Group
Massachusetts
$263K -$29.9K -1,096 -11%
OIWM
1983
OptiFour Integrated Wealth Management
Virginia
$263K +$244K +8,950 New
LBC
1984
Lawrence B. Cohen
$262K -$3.63K -133 -1%
FBFS
1985
First Business Financial Services
Wisconsin
$262K +$52.2K +1,912 +27%
NFC
1986
Northeast Financial Consultants
Connecticut
$260K -$154K -5,633 -39%
BWM
1987
Baystate Wealth Management
Massachusetts
$260K -$123K -4,515 -33%
OPWM
1988
Oak Point Wealth Management
Michigan
$260K +$232K +8,503 New
AA
1989
Altman Advisors
Illinois
$260K +$241K +8,839 New
B
1990
Bridgeworth
Alabama
$259K -$30.6K -1,121 -11%
JMFC
1991
J.M. Forbes & Co
Massachusetts
$259K +$4.15K +152 +2%
SHWM
1992
Smith & Howard Wealth Management
Georgia
$258K -$12.8K -470 -5%
RGIA
1993
Rainier Group Investment Advisory
Washington
$258K
SWP
1994
Strategic Wealth Partners
Ohio
$257K +$273K +9,991 New
RIS
1995
Retirement Income Solutions
Michigan
$255K +$237K +8,672 New
GSC
1996
G&S Capital
Colorado
$255K +$237K +8,683 New
HI
1997
Hendershot Investments
Virginia
$254K -$35.3K -1,291 -13%
DLG
1998
Daniel L. Goodwin
$253K
CAM
1999
Chesapeake Asset Management
New York
$253K +$819 +30 +0.3%
ACP
2000
Arcus Capital Partners
Georgia
$253K +$236K +8,629 New

T Hedge Fund Activity: Q4 2017 in Review

2,173 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q4 2017, worth a combined $134B — down 1.7% from $136B a quarter earlier.

Buyers outnumbered sellers: 284 funds opened new T positions and 71 closed out — a net gain of 213 holders — while 829 added to existing stakes and 914 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $521M.

  • 2,173 institutional investors held AT&T (T) as of Q4 2017, up from 1,978 in Q3 2017.
  • Funds reported $134B of AT&T stock for Q4 2017, down 1.7% quarter-over-quarter.
  • 284 funds opened new AT&T positions in Q4 2017 and 71 closed out, a net change of +213 holders.
  • The largest AT&T buyer in Q4 2017 was Lazard Asset Management, an estimated $334M added.
  • The largest AT&T seller in Q4 2017 was Capital World Investors, an estimated $521M sold.

Based on aggregated 13F filings for Q4 2017.